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14 Main Place Rye, NY 11111 ajob@optonline.net ajob@greenassociates.com Tel.: (914) 555-3165 Work: (203) 555-1419 SUMMARY: Highly experienced and accomplished professional in Banking and Finance industries. Extensive background in Leveraged Finance, Acquisition Finance, and Portfolio Management. Proven ability to build and manage highly successful teams. Highly knowledgeable in credit, structuring, leveraged lending, risk determination, and due diligence. Adept at arranging transactions ranging from $10 million to more than $1 billion. Excellent record in planning and closing deals. Familiar with all aspects of department management, including policy and procedure development, business strategy formulation, budget administration, and personnel training, supervision, and evaluation. Outstanding presentation and communication skills. PROFESSIONAL BACKGROUND: Greenview Associates, LLC, Stamford, CT 2002 – Present Managing Director  One of three principals in private investment advisory firm. Joint responsibility for business operations, as well as deal origination, analysis, and execution.  Played major role in migrating company’s business model from web-based investment advisory service to more traditional private investment firm catering to high net worth individuals, family offices, and funds.  Provided managing partner with recommendations regarding enhancements to business model, objectives, and revenue plan.  Originated seven investment opportunities in first six months with company.
Bear, Stearns & Co., New York, NY 2000 – 2002 Senior Managing Director, Investment Banking  Quality Management Banker responsible for overseeing credit and quality of leveraged loans, bridge loans, and high-yield debt offerings.  Supervised deal teams in evaluation of quality and accuracy of due diligence for tra
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